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Fidelity MSCI Information Technology Index ETF

206 hedge funds and large institutions have $844M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more capital invested

Capital invested by funds: $661M → $844M (+$183M)

26% more funds holding

Funds holding: 164206 (+42)

0.91% more ownership

Funds ownership: 25.77%26.68% (+0.91%)

Holders
206
Holders Change
+42
Holders Change %
+25.61%
% of All Funds
4.06%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
59
Increased
75
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
151
Element Wealth
Mississippi
$186K +$174K +2,563 New
LDFR
152
Lehman & Derafelo Financial Resources
Pennsylvania
$163K +$68 +1 +0%
AIC
153
Ameritas Investment Company
Nebraska
$142K
NCM
154
Next Capital Management
New York
$121K +$113K +1,665 New
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$117K +$17.3K +255 +19%
RIA
156
Realta Investment Advisors
Delaware
$106K
SF
157
Synovus Financial
Georgia
$100K
RG
158
Retirement Group
California
$100K +$93.8K +1,385 New
CAC
159
Certified Advisory Corp
Florida
$94K +$7.59K +112 +9%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$91K
FCM
161
Firestone Capital Management
Florida
$79K +$73.9K +1,090 New
AIM
162
Anchor Investment Management
South Carolina
$76.1K +$31.6K +466 +80%
SSB
163
Sandy Spring Bank
Maryland
$76K +$9.15K +135 +15%
FGAM
164
Financial Gravity Asset Management
Texas
$75K +$49.3K +727 +373%
AWA
165
Arkadios Wealth Advisors
Georgia
$71.4K +$60.5K +893 New
FHA
166
Flagship Harbor Advisors
Massachusetts
$70K
AF
167
Allworth Financial
California
$61K +$16.1K +238 +39%
MRCM
168
M&R Capital Management
New Jersey
$57K
VNA
169
Valley National Advisers
Pennsylvania
$56K +$11.2K +165 +27%
LWM
170
Liberty Wealth Management
California
$50K +$34.9K +515 +281%
GRP
171
Global Retirement Partners
California
$49K -$308K -4,540 -87%
RFM
172
Royal Fund Management
Florida
$46K +$2.98K +44 +7%
HR
173
Howe & Rusling
New York
$40K
RCA
174
Ranch Capital Advisors
Florida
$36K +$33.9K +500 New
ATC
175
Adirondack Trust Company
New York
$35K

FTEC Hedge Fund Activity: Q4 2019 in Review

206 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2019, worth a combined $844M — up 28% from $661M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 14 closed out — a net gain of 45 holders — while 75 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $19.9M. The largest seller was Beaumont Financial Advisors, cutting an estimated $4.82M.

  • 206 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $844M of Fidelity MSCI Information Technology Index ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2019 and 14 closed out, a net change of +45 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $19.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2019 was Beaumont Financial Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2019.